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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,546 | $108,897+58.4% | $100,378+71.9% | $145,877+18.3% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 19.90% | 58.17%-38.3pp | 49.41%-29.5pp | 551.28%-531.4pp |
| Employer contribution / active EE | $2,473 | $4,420-44.1% | $3,942-37.3% | $4,663-47.0% |
| Participant deferral / active EE | $5,759 | $8,455-31.9% | $8,087-28.8% | $6,691-13.9% |
| Admin fee / account holder | $243 | $9,690-97.5% | $7,899-96.9% | $13,402-98.2% |